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Debbie Orcheski
Jennifer Orcheski
Trisha Omoth

Tel: 780-679-3130
Toll Free: 800-661-7423

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

Other Locations

4906 50 Ave
Camrose, AB
T4V 0S3

3812 50 Ave
Lloydminster, AB
T9V 0V7

Jeremy Orser, MBA, CHS, CFP®, CLU

Estate & Insurance Advisor
BMO Nesbitt Burns Financial Services Inc.

 

Jeremy was raised by his parents and grandmother in rural New Brunswick with four sisters. From a young age he had chores and duties to help with and high expectations. He was raised to help others and developed a strong sense of morality and empathy. His sisters are now an RCMP officer, a doctor, a nurse and an urban planner (turned consultant).

In 2001 he was in a tragic car accident on his way home from work as a field biologist. This drastically changed his life and further instilled a need to give back to the community at large. He entered the insurance field as a financial advisor in 2005 after completing his MBA. This career provided the fulfillment he had sought as he was able to help clients protect their families, understand their financial realities and plan for a better future.

In 2007 he met his future wife while visiting Edmonton on business and in 2008 he moved to Edmonton. Over the following three years he became a specialist in Estate Planning and Insurance, and he and his wife started a family. He got married in 2010 and had a beautiful son in June 2013. He and his wife both have a passion for the insurance industry and for helping people. They love to laugh while cooking and exercising together, and love helping people through networking and any other support they can provide. 

Everybody has a story and it is this story that Jeremy is interested in, the story that shapes who you are; the story that must be heard and understood for true wealth planning to begin.

Your Story. Your Solution.

 

 

Shawna Albornoz, MTI, TEP, EPC

Vice President, Trust Services
BMO Trust Company

Shawna Albornoz is the Vice President of Trust Services (Prairies) with BMO Trust Company, the fiduciary arm of the BMO Financial Group. Shawna has been in the Estate and Trust Industry since 2001 and she has administered over 120 Estate, Trust, Power of Attorney and charitable foundation accounts during her career. Through her experience as a corporate Executor and Trustee for high net worth clients she has acquired the expertise to help families effectively plan for the transfer of wealth to the next generation. Shawna holds her MTI designation from the Canadian Securities Institute, she is a member of The Society of Estate and Trust Practitioners (STEP), an international professional organization dedicated to promoting financial and estate planning considerations between generations, and is a member of the Calgary Estate Planning Council (EPC).